As you grow in your career or business and achieve success, you may be looking at building wealth for variety of goals - to enhance your lifestyle; planning for your children; philanthropic activities; or simply providence. Laadderup has comprehensive resources to put you on the right path.
Our wealth planning process involves getting a complete picture of your goals, risk tolerance and time frame to come with a customized approach to building your wealth. Once we have a good understanding of your tastes, preferences, risk tolerance and goals - we can align various investment stratergies to help you achieve your objectives.
Mr. Patel [Name Changed] is a high ranking executive in an MNC, He matched his jet-set job profile with an equally expensive lifestyle. He was undergoing mid-age blues when he approached us for help, With two kids growing fast, need for a bigger house, need to support his aging parent; for him his retirement seemed at his doorsteps with almost nothing to claim as wealth. Our team worked hard with him and created a detailed investment policy statement (IPS) planning for every possible goal and expense. The team then created an appropriate asset allocation and an investment plan. Today, Mr. Patel does not stop talking about his IPS to his friends and how it has helped him in restoring his mental peace.